Position in VZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$500,458
-$29,754 QoQ
Shares Held
11,820
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,016
of 3,107 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Invera Wealth Advisors, LLC holds $500,458 across 1 Telecom Services name. VZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
11,820 | $500,458 |
All Filings in VZ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,458 | 11,820 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $530,212 | 10,562 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $428,479 | 10,520 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $456,728 | 10,392 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $463,854 | 10,720 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $774,340 | 17,071 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $681,309 | 17,037 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $748,559 | 16,668 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $662,974 | 16,076 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $542,207 | 12,922 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $267,971 | 7,108 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||